How to Edit and Send a Microsoft License Contract to a Customer

How to Edit and Send a Microsoft License Contract to a Customer

For a contract with only monthly or annual end-user licenses billed on a per-license basis. 

This means: 
  1. No azure or other usage-based licenses
  2. No Extra File Storage or other licenses that don't apply to a specific user. 
  3. No upgrades; new licenses only. (There is a separate template for upgrading annual Microsoft licenses during the license term: Upgrade for Microsoft 365 - Agreement.)



Use the contract template in Geek Girls IT Team Site - Documents\Service Offerings\Microsoft 365. It’s called Microsoft 365 Agreement - no Azure or other arrears billing. 
Save a new copy in the customer's client folder, rename the copy to an appropriate name, AND carefully edit the items in red on the copy. 

The products in red are only samples.  There is one sample for an annual subscription and one sample for a monthly subscription. Make sure the actual quantity, price and product name are correct. 


Alert
You may be adding multiple subscriptions to the same contract. In any case, make sure you specify the details for each subscription. 


Make sure all the lines are correct. Confirm the lines for the Renewal Date and Total (“Monthly total...” or “Annual total...”) and Price per license (“per month” or “per year”) all match the subscription type.

In the final document there should be no red type. Remove or edit the examples before saving and uploading the document to DocuSign. 


Alert

Nothing in blue or black should be deleted.


TIP: Subscription Start and Renewal Date


In the template, under each subscription, there is a line for "Renewal Date."

For monthly subscriptions, use this verbiage: 

Renewal Date:  Renews monthly on the same day of the month on which subscription became effective


For annual subscriptions, use this verbiage: 

Renewal Date:  Renews every 365 days. 


Docusign

There is a template in Docusign for sending Microsoft agreements. Make sure the fields in Docusign are in the right place as the length of the document can change: signature, name, title, company name for both GGIT (GGIT signor should be Roberta) and the customer.

The signing order should be customer first.

After reviewing everything carefully for accuracy, send it. 



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